Brandywine GLOBAL

Francis Scotland and Katie Klingensmith analyze the most recent data as they discuss U.S. inflation, recession risk, labor market weakness, and where they see opportunities in duration.

Inflation, Recession Risk, and Duration

Jan 26 2023 | Francis A. Scotland, Katie Klingensmith

Francis Scotland and Katie Klingensmith analyze the most recent data as they discuss U.S. inflation, recession risk, labor market weakness, and where they see opportunities in duration.

With the two largest economies on opposite economic cycles, one making a U-turn towards growth and the other ignoring retreating inflation, this quarter, Francis Scotland predicts a fairly disinflationary net effect as we enter 2023.

Global Macro Update with Francis Scotland

Jan 13 2023 | Francis A. Scotland

With the two largest economies on opposite economic cycles, one making a U-turn towards growth and the other ignoring retreating inflation, this quarter, Francis Scotland predicts a fairly disinflationary net effect as we enter 2023.

John McClain joins Yahoo Finance to discuss opportunities in high yield bonds.

Bonds ‘Are Interesting Again'

Nov 28 2022 | John McClain, CFA

John McClain joins Yahoo Finance to discuss opportunities in high yield bonds.